Farther Finance Advisors’s Braze BRZE Stock Holding History

Farther Finance Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.1K	Buy	1,853 +182	+11%	+$4.05K	﹤0.01%	3428
2026 Q1	$39.4K	Buy	1,671 +1,629	+3,879%	+$35.2K	﹤0.01%	3170
2025 Q4	$1.44K	Buy	42 +22	+110%	+$652	﹤0.01%	4803
2025 Q3	$569	Buy	20 +15	+300%	+$425	﹤0.01%	4507
2025 Q2	$141	Sell	5 -40	-89%	-$1.26K	﹤0.01%	4265
2025 Q1	$1.64K	Hold	45	–	–	﹤0.01%	3459
2024 Q4	$1.89K	Hold	45	–	–	﹤0.01%	3019
2024 Q3	$1.46K	Hold	45	–	–	﹤0.01%	3114
2024 Q2	$1.77K	Hold	45	–	–	﹤0.01%	2842
2024 Q1	$1.93K	Hold	45	–	–	﹤0.01%	2500
2023 Q4	$2.39K	Buy	+45	New	+$2.23K	﹤0.01%	2356

Other funds holding BRZE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Farther Finance Advisors's BRZE Position: Q2 2026 in Review

Farther Finance Advisors increased its Braze (BRZE) stake by 11% in Q2 2026, buying an estimated $4.05K and bringing the position to 1,853 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Farther Finance Advisors first reported a position in BRZE in Q4 2023 and has held it in 11 quarters since. 56 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

Farther Finance Advisors held 1,853 shares of Braze worth $40.1K as of Q2 2026.
Farther Finance Advisors bought 182 Braze shares in Q2 2026, an estimated $4.05K.
Braze made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3428 holding.
Farther Finance Advisors first reported a position in Braze in Q4 2023 and has held it in 11 quarters since.
56 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.